Client Tax Associate

We're seeking someone to join our team as a Client Tax Associate in Operations to ensure that all IRS Tax documentations, withholding, reporting, deposits and filing obligations of the Firm are met. In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is an Associate level position within Core Services which perform and manage product agnostic and centralized operational services across several businesses or products. Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on... What you'll do in the role: - Execute complex processes and assist a Team Manager in coordinating processes, risks and/or projects in a Team Lead capacity - Recognize risk in day-to-day processes to draw out the key issues and leverage detailed knowledge to propose changes in process - Train others, allocate tasks and support with first line escalation where required - Share expert knowledge across the team, contribute to team output and development, building relationships across the Firm - Perform numerous daily functions, including review and approval of tax documentations including W-9 and W-8s, review of control reports and assist with year-end 1042-S/1099 reporting, assist with testing and quality review of various IT implementation for the department - Answer a wide range of complex questions related to tax documentation, withholding and reporting coming from our branch offices and internal business partners #LI-AC1 What you'll bring to the role: - Comprehensive knowledge and understanding of functional area and operational/compliance policies and procedures of their team - Ability to operate independently with respect to some job responsibilities - Culture carrier across Operations, embracing the Firm's core values - Comprehensive understanding of Microsoft Excel - A good understanding of Operations, Technology, & Risk - At least 4 years' relevant experience would generally be expected to find the skills required for this role Role is Hybrid and will require in office attendance 3 days/week. Expected base pay rates for the role will be between $60,000 and $90,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).#LI-AC1 Job: *Other Title: *Client Tax Associate * Location: New York-New York Requisition ID:

Created: 2024-11-05